Description

• To ensure accurate inventory quantities, warehouse supervisors will assign warehouse staff to count different areas of the warehouse

• However, to ensure the staff doesn’t cut corners, the supervisor will assign “Blind Cycle Counts” plans.

• A Blind Cycle Count plan includes is a list of locations/bins that the staff should count, but does not display what is expected in that location.

  • The staff would write the item, quantities, and serial number or lot if applicable.

  • Someone in the back office would enter the counts.

  • A supervisor would approve and post.

• If the staff is using Mobile Scanners, then the Blind Cycle Count plan directs the user through the locations and asks the user to enter the item, quantities, and serial number or lot if applicable.

  • If that user has appropriate permissions, they could post the count

  • Otherwise, someone with the appropriate permissions would post from the desktop.

User Story

• As a warehouse supervisor, I need the ability to create blind cycle count plans and either print out a count sheet or tell one of the warehouse staff which cycle count plan to work, so I can ensure accurate inventory.

• As a warehouse worker, I need the ability to select a cycle count plan from the mobile app so I can complete my task as expected by my supervisor.

Process Flow

Current State

Currently, GoldFinch does not offer a Blind Cycle Count option

Future State

Acceptance Criteria

Scenario 1: Paper Based Blind Cycle Count Sheet

Print Blind Cycle Count Sheet Button

• When the warehouse supervisor calculates the counts for a Cycle Count Item Journal, they will have the ability to print a “Blind Cycle Count Sheet”

  • Add “Print Blind Cycle Count Sheet” button on the Item Journal Page

Create Blind Cycle Count PDF

• When the warehouse supervisor clicks the “Print Blind Cycle Count Sheet” Button

  • Create a PDF with the following format:

    • First Page:

      • Title:

        • “Cycle Count Sheet for Item Journal {Item Journal Number}”

      • List of each Bin that falls within the Range of the “From Bin & To Bin” which the user selected when creating the Item Journal.

        • Include all bins, not just bins with items

        • Check Box next to each Bin

    • 2nd - Last Pages

      • Font = System Default

      • Columns Labels & Width

        • Bin / Location = 300 Pixels

        • Item = 250 Pixels

        • Quantity = 150 Pixels

        • UOM = 150 Pixels

        • Qty = 150 Pixels

        • Lot or Serial Number = 450 Pixels

      • Rows

        • Number of Rows = #of Bin Locations X 3

        • Row Height = 225 Pixels

Review Paper Based Cycle Count Results

• The back office user will review the results on the sheet and update the item journals as necessary.